World Model · podcast knowledge graph

E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

2023-02-04 · 73 min · 34 entities

episode page audio

Asserted relationships

  • → references Yung Spielburg person
    0.77
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://twitter.com/yung_spielburg
  • 0.77
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661
  • → references Higher Rates Will Lead To The Next website
    0.77
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next
  • → discusses Technology company
    0.40
    evidence rules-v4
    Feed category: Technology
  • → discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • → discusses Entrepreneurship concept
    0.40
    evidence rules-v4
    Feed category: Entrepreneurship
  • → hosted by All-In Podcast, LLC company
    0.40
    evidence rules-v4
    Feed author/publisher: All-In Podcast, LLC
  • → references Tppkzl website
    0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://rb.gy/tppkzl
  • → references CIVPART website
    0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://fred.stlouisfed.org/series/CIVPART
  • → references META:NASDAQ website
    0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://google.com/finance/quote/META:NASDAQ
  • → references January Jobs Labor Market person
    0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://washingtonpost.com/business/2023/02/03/january-jobs-labor-market
  • 0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190
  • → references ustreasuryyieldcurve.com website
    0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://ustreasuryyieldcurve.com/
  • 0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice
  • → references ADANIENT:NSE website
    0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://google.com/finance/quote/ADANIENT:NSE?window=1Y
  • → references Adani website
    0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://hindenburgresearch.com/adani
  • 0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://theatlantic.com/magazine/archive/2023/03/wall-street-muddy-waters-activist-short-sellers-tesla-gamestop/672774

Entities found in this episode

websites 20

  • 0.90
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next
  • 0.77
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next
  • mentioned Tppkzl website
    0.45
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://rb.gy/tppkzl
  • mentioned CIVPART website
    0.45
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://fred.stlouisfed.org/series/CIVPART
  • mentioned META:NASDAQ website
    0.45
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://google.com/finance/quote/META:NASDAQ
  • 0.45
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190
  • mentioned ustreasuryyieldcurve.com website
    0.45
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://ustreasuryyieldcurve.com/
  • 0.45
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice
  • mentioned ADANIENT:NSE website
    0.45
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://google.com/finance/quote/ADANIENT:NSE?window=1Y
  • mentioned Adani website
    0.45
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://hindenburgresearch.com/adani
  • 0.45
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://theatlantic.com/magazine/archive/2023/03/wall-street-muddy-waters-activist-short-sellers-tesla-gamestop/672774
  • references Tppkzl website
    0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://rb.gy/tppkzl
  • references CIVPART website
    0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://fred.stlouisfed.org/series/CIVPART
  • references META:NASDAQ website
    0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://google.com/finance/quote/META:NASDAQ
  • 0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190
  • references ustreasuryyieldcurve.com website
    0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://ustreasuryyieldcurve.com/
  • 0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice
  • references ADANIENT:NSE website
    0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://google.com/finance/quote/ADANIENT:NSE?window=1Y
  • references Adani website
    0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://hindenburgresearch.com/adani
  • 0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://theatlantic.com/magazine/archive/2023/03/wall-street-muddy-waters-activist-short-sellers-tesla-gamestop/672774

persons 4

  • mentioned Yung Spielburg person
    0.90
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://twitter.com/yung_spielburg
  • references Yung Spielburg person
    0.77
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://twitter.com/yung_spielburg
  • mentioned January Jobs Labor Market person
    0.45
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://washingtonpost.com/business/2023/02/03/january-jobs-labor-market
  • references January Jobs Labor Market person
    0.38
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://washingtonpost.com/business/2023/02/03/january-jobs-labor-market

companys 4

  • mentioned All-In Podcast, LLC company
    0.70
    evidence rules-v4
    Feed author/publisher: All-In Podcast, LLC
  • mentioned Technology company
    0.50
    evidence rules-v4
    Feed category: Technology
  • discusses Technology company
    0.40
    evidence rules-v4
    Feed category: Technology
  • hosted by All-In Podcast, LLC company
    0.40
    evidence rules-v4
    Feed author/publisher: All-In Podcast, LLC

concepts 4

  • mentioned Business concept
    0.50
    evidence rules-v4
    Feed category: Business
  • mentioned Entrepreneurship concept
    0.50
    evidence rules-v4
    Feed category: Entrepreneurship
  • discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • discusses Entrepreneurship concept
    0.40
    evidence rules-v4
    Feed category: Entrepreneurship

books 2

  • 0.90
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661
  • 0.77
    evidence rules-v4
    Link in episode "E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning": https://amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661
Episode description as stored
(0:00) Bestie intro! (1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow (17:52) Interest rates impact on mega-cap company creation (33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues (1:02:33) Adani's potential fraud, role of short sellers Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.washingtonpost.com/business/2023/02/03/january-jobs-labor-market https://www.wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190 https://fred.stlouisfed.org/series/CIVPART https://www.ustreasuryyieldcurve.com https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661 https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next https://www.google.com/finance/quote/META:NASDAQ https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18 https://www.freightwaves.com/news/fedex-to-cut-global-officer-director-workforce-by-at-least-10 https://www.theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice https://twitter.com/tomloverro/status/1620466827519496194 https://twitter.com/msuster/status/1620653106387386368 https://twitter.com/gradypb/status/1620937502248034304 https://www.axios.com/2023/02/01/david-cahn-leaves-coatue-for-sequoia-capital https://www.google.com/finance/quote/ADANIENT:NSE?window=1Y https://hindenburgresearch.com/adani https://www.bloomberg.com/news/articles/2023-01-30/most-adani-stocks-drop-as-rebuttal-draws-hindenburg-response https://www.sec.gov/rules/proposed/2022/34-94313.pdf https://www.theatlantic.com/magazine/archive/2023/03/wall-street-muddy-waters-activist-short-sellers-tesla-gamestop/672774